zExpense vs TOBA Advice

Fast and efficient travel and expense settlement - get control of your receipts and invoices in no time! With the zExpense App, you can easily and simply: - Take a picture of your receipts: No more manual data entry. The app can automatically scan your receipts and transfers them to your zExpense account. - Automatic matching with credit card transactions: Save time and avoid errors. zExpense automatically matches your receipts with your credit card transactions, so you don't have to worry about finding receipts. - Say goodbye to physical receipts: No more storing piles of paper. zExpense saves your receipts digitally, so you always have access to them. - Easy handling of cash expenses: Quickly and easily enter your cash expenses in the app, and send to approval in seconds. zExpense makes it easy and efficient to keep track of your travel and expense expenses. Get more time for what's important and let zExpense take care of the rest!

As a TOBA Advice customer, you can access our app, which offers a comprehensive overview of your investments, including both liquid and illiquid assets, across multiple custodians and investment advisors. The app provides a clear and concise view of your total assets and their performance. You can track your overall return, asset allocation, and the monthly and yearly performance of your portfolio, along with other key metrics. If you do not yet have access to the app, please reach out to your advisor. Note: This offer is available exclusively to customers of TOBA Advice